Transcript of "Four-s MediaTrack"

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Vol. 27, 20th August – 2nd September 2011 Mediatainment Track Fortnightly Update on Indian Media & Entertainment Industry In the Spotlight Content Anna-Lila: The Media winners Last fortnight was a historical win for India’s masses as one Content simple man’s fast forced Government to wake up and react. Private Equity 2 The revolution was unprecedented in terms of the role that media played. Uninterrupted Coverage on news channels and Mergers & Acquisitions 3 the actual ‘Social’ role of Social media was a big momentum generator in this event. Corporate Developments 4 The news channels experienced hike in TRPs. English news th th channels TRPs jumped up 63% in 14 to 20 August week. News Update 4 Times Now was the leading news channel followed by CNN- IBN and NDTV 24*7 in the week. Hindi News channels also Stock Market Update 5 witnessed a surge in the fortnightly TRPs. Star News was the th leader in week ending 27 August followed by AajTak and Financial Benchmarking 5 IBN7. On the other hand, Anna was termed ‘Serial Killer’ in a Times of India article. The TRPs of GECs dipped, with popular shows losing around 4-5%. About Four-S 7 According to a social media tracking report, Anna’s mentions per hour touched 1mn per hour on both Facebook and th Twitter on 18 August. The official Facebook page added th 2.13 lakh fans in 13 days to reach 5.01 lakh on 28 August. The level of interaction was also higher 314 messages, 1.9 lakh likes and 37,000 comments compared to April numbers, according to analytics tool buzzref.com Facebook also has more than 150 pages dedicated to the movement. Twitter recorded more than 1.7 lakh ‘Anna Hazare’ tweets and 1.5 lakh ‘Jan Lokpal’ tweets. The movement dominated trending topics list in India in the fortnight. Leading corporate houses consider social media an integral part of their media planning. And those who don’t, can no longer afford to ignore its impact.About Four-S ServicesFour-S Services is Indias leading provider of Research, Financial Consulting and Investment Banking services with offices in Gurgaon, Mumbai andBangalore. We have a proven track record of consistently delivering high quality solutions, enabling our clients to improve the effectiveness of decisionmaking and acting as a catalyst in achieving business success. We have executed more than 120 mandates across diverse range of industries includingEducation, Financial Services, Infrastructure, M&E, IT-ITeS, Auto and Auto ancillaries, Retail, Real Estate and Textile etcOur Services: Strategy Consulting Research Support Business Planning Valuation Services Investment Banking Investor Relations & IPO ConsultingFor further information, please contact SeemaShukla atseema@four-s.com or reach us as http://www.four-s.com

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Corporate DevelopmentsSMS GupShup raises 10mn from Tenaya Capital, others from devotional to short movies and the charges are as low as Rs.SMS GupShup has raised 10mn Series E funding from investors led 2 per minute.by Tenaya Capital, Lloyd George, New Horizons, Charles RiverVentures, Helion Ventures and Globespan Capital Partners. Sun TV gets breather from CBI in 2G, CCI in DTH, facesSMS Gupshup is a free mobile group messaging service with social competition from newly launched state-owned Arasu Cablenetworking features. It allows users to create mobile Sun TV got a big relief this fortnight. CBI stated that it could notcommunities, download apps and broadcast messages. It find any evidence of coercion by Maran in Aircel-Maxis deal.monetizes from footer advertisements inserted in the messages Maxis had invested in Sun TV after the deal.and premium services. It is estimated to generate 100cr in Like-wise, the Competition Commission of India has cleared SUNrevenues in FY12. Founded in 2007, the company has raised Direct DTH of any violations. Chief minister Jayalalitha had$47mn in funding till date. The current round will be used for recently spoken against Sun TV’s monopoly in Cable TV market.expansion into new markets. However, Sun Direct DTH is going to face competition from TamilSMS GupShup’s innovative business model is independent of Nadu Arasu Cable TV corporation recently launched by Jayalalitha.mobile phone’s OS and other technical features. It can make full Arasu offers cheapest cable rates in the state. Sun channels areuse of India’s large mobile subscriber base of 606mn (GSM only). not currently being aired on Arasu.Demographic focussed advertising is picking up pace in India.Recently, Tata Teleservices and IIT Bombay Center of Excellence News Updatefor Telecom (TICET) launched a Mobile Social Network Platformthat uses call records for such advertising. News broadcasters tie-up with Telcos for news services Network 18 has tied up with Tata DOCOMO to provide video newsAmagi Media Labs raises $5.4mn from Nadathur Group alerts on 2G and 3G phones. Subscribers will be only charged forAmagi Media Labs has raised $5.4mn from Nadathur Group in an data usage. Vodafone has a similar service Newswrap inearly stage funding. association with Star Ananda wherein subscribers get news onAmagi Media Labs is into geographically targeted TV advertising. voice calls and MMS alerts.Amagi’s technology breaks TV spots into regional spots and allows These tie-ups are a step ahead in a move by Telcos to positionlocal advertisers to pay local rates for limited area broadcasting. mobile as an entertainment device and get higher customerAmagi has presence in 22 cities and will expand to 100 cities. It ARPUs.has 400 advertisers, 11 broadcaster partnerships. It has raised atotal funding of ~8mn so far. Reliance Broadcast in plans to raise $86mn in fresh equityOther players in this field are SureWaves Media, VuBites and Reliance Broadcast is in talks with investors to raise $86mn inLukup Media. fresh equity issue. Its shares have been on a roll with Reliance Broadcast rising 8.79% last week and Reliance Mediaworks risingVOD: Verismo’s ‘Mela’, D-Link Boxee Box, Shemaroo-MTNL 11.76% in last one week.Soon after Verismo’s takeover of Sab Kanujia’s Digital This ADAG company is in FM radio, English Entertainment ChannelEntertainment Corporation, it has launched premium South Asian broadcasting and Intellectual Property business BIG Live. TheVOD and TV broadcasting services under the product ‘Mela’. The money would be mainly used for expansion of FM in India and toservices will be delivered to TV sets over HD set top box on the reduce debt.lines of Netflix or Hulu. In future, the services will be available onother screens – PC, mobiles, video game boxes as well. The Carat moderates Global advertising growth, pegs 2012 India Adservices are targetted to expat South Asian community. Roku spend at 9.1%offers similar services in US market. World’s largest independent communications specialist Carat hasThe quick launch of content services from Verismo also transitions revised Global ad spend growth to 5%, down from earlierit from being a technology player to a diversified player. Verismo prediction of 5.7%. The growth in 2012 would be higher at 6%.is in the business of providing end to end Boradband Digital would be highest growing segment. Indian ad spend wouldentertainment services. grow at 9.1% in 2012.Another VOD services launch is Boxee Box by D-Link. This internetenabled media player allows consumer to watch popular videos Ericsson presents TV and Video Consumer Trend Report 2011on internet on their TV Screens and comes with a QWERTY According to recently released Ericsson Consumer Lab report,keypad. It also allows integration with social networking sites. D- globally consumers are spending more time watching streamedLink India is the largest networking company in India. on-demand TV Online. ~ 40% of respondents watch internetShemaroo has tiedup with MTNL to provide IVVR video call based on-demand TV more than once per week. While there wasservice, video downloads and streaming. The content would range a slight decrease in time spent on watching scheduled broadcast TV, 80% respondents watched it more than once per week.Research Desk Four-S Services is Indias leading provider of high-end research, financial consulting and Investment banking services. We have executed projects for prestigious Indian as well as global corporations, investment banks, private equity funds, venture capitalists and hedge funds including India’s Top 5 PE Funds. For further information, please contact SeemaShukla at seema@four-s.com or reach us as http://www.four-s.com

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FOUR-S Mediatainment TrackAbout Four-S ServicesFour-S Services provides customized business and financial research to organizations across the globe. Thecompany also provides Investor Relations consulting to corporate based on in-depth sectoral and companyresearch. The company has an impressive client profile and a team of senior analysts covering key sectorsincluding Finance & Banking, IT & Telecom, Retail, Media & Entertainment, Pharmaceuticals, Infrastructureand Manufacturing amongst others. For further information on the company please visit www.four-s.comDisclaimerThe information contained herein has been obtained from sources believed to be reliable but is notnecessarily complete and its accuracy cannot be guaranteed. No representation, warranty, guarantee orundertaking, express or implied, is made as to the fairness, accuracy or completeness of any information,projections or opinion contained in this document or upon which any such projections or opinions have beenbased. Four-S Services Pvt Ltd. will not accept any liability, whatsoever with respect to the use of thisdocument or its content. This document has been distributed for information purposes only and does notconstitute or form part of any offer or solicitation of any offer to buy or sell any securities. This documentshall not form the basis of and should not be relied upon in connection with any contract or commitmentwhatsoever. This document is not to be reported or copied or made available to others. The Company mayfrom time to time solicit from, or perform consulting, or other services for, any company mentioned in thisdocument.